Lucia Wealth Services’s Home Depot HD Stock Holding History

Lucia Wealth Services’s Portfolio HD Stock Details HD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$1.05M	Buy	3,773 +118	+3%	+$32K	0.25%	69
2020 Q2	$916K	Sell	3,655 -349	-9%	-$79.9K	0.24%	69
2020 Q1	$748K	Sell	4,004 -3,550	-47%	-$779K	0.25%	71
2019 Q4	$1.65M	Sell	7,554 -482	-6%	-$109K	0.51%	40
2019 Q3	$1.86M	Sell	8,036 -1,238	-13%	-$271K	0.62%	34
2019 Q2	$1.93M	Sell	9,274 -1,453	-14%	-$290K	0.66%	31
2019 Q1	$2.06M	Buy	10,727 +2,607	+32%	+$478K	0.71%	32
2018 Q4	$1.4M	Sell	8,120 -3,487	-30%	-$625K	0.66%	38
2018 Q3	$2.4M	Sell	11,607 -767	-6%	-$154K	0.75%	32
2018 Q2	$2.41M	Buy	12,374 +11,809	+2,090%	+$2.21M	1.06%	22
2018 Q1	$101K	Buy	+565	New	+$106K	0.03%	124

Other funds holding HD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lucia Wealth Services's HD Position: Q3 2020 in Review

Lucia Wealth Services increased its Home Depot (HD) stake by 3.2% in Q3 2020, buying an estimated $32K and bringing the position to 3,773 shares worth $1.05M. The position accounts for 0.25% of the portfolio, ranked #69.

Lucia Wealth Services first reported a position in HD in Q1 2018 and has held it in 11 quarters since. The position peaked at $2.41M in Q2 2018. 2,671 funds tracked by Wall St. Rank hold HD as of Q3 2020.

Lucia Wealth Services held 3,773 shares of Home Depot worth $1.05M as of Q3 2020.
Lucia Wealth Services bought 118 Home Depot shares in Q3 2020, an estimated $32K.
Home Depot made up 0.25% of Lucia Wealth Services's portfolio in Q3 2020, its #69 holding.
Lucia Wealth Services first reported a position in Home Depot in Q1 2018 and has held it in 11 quarters since.
Lucia Wealth Services's Home Depot position peaked at $2.41M in Q2 2018.
2,671 funds tracked by Wall St. Rank held Home Depot as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.